Institutional Ownership
Vanguard Wellington Fd
CUSIP 921935508US MOMENTUMVFMOQ1 2026
Institutional Holders
168
13F filers
Shares Held
3.26M
Aggregate institutional
Institutional Value
$622.45M
Q1 2026
Net New Holders
+12
26 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions26
Increased73
Decreased39
Sold out14
Institutional Holders
168 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ritholtz Wealth Management | 707.2K | $139.39M | +56.2K | Added |
| 2 | Strategic Financial Services, Inc. | 285.5K | $56.28M | +1.4K | Added |
| 3 | Great Valley Advisor Group, Inc. | 160.6K | $31.66M | +1.5K | Added |
| 4 | Davidson Investment Advisors | 153.5K | $30.26M | +6.9K | Added |
| 5 | Lpl Financial LLC | 151.9K | $29.93M | +11.7K | Added |
| 6 | Raymond James Financial Inc | 150.0K | $29.57M | +36.7K | Added |
| 7 | Cabot Wealth Management Inc | 117.5K | $23.16M | +3.2K | Added |
| 8 | Anderson Hoagland & Co | 114.2K | $22.51M | +543 | Added |
| 9 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 109.2K | $21.53M | +3.1K | Added |
| 10 | Systelligence, LLC | 103.0K | $20.31M | −2.3K | Reduced |
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